In the past two or three years, the discovery and application of new targets and treatments has progressed rapidly, but the focus has often come from small pharmaceutical companies, which rely on mergers and acquisitions to acquire new projects. In 2018, when Big Mac mergers and acquisitions activity declined, followed by a decline in the number of products under development, only six of top25 pharmaceutical companies are studying an unprecedented increase in the number of drugs.
"Big Mac" research and development capacity decline
from the point of view of the number of research and development, compared with small pharmaceutical companies, large pharmaceutical companies are still dominant. According to the current number of drugs in the industry to rank companies, listed in the number of research products in the top 25 companies, namely TOP25.
2018 data, the top five pharmaceutical companies are Novaral, Johnson and Johnson, AstraZeneta, Pfizer and Roche, with 223, 216, 205, 192 and 191 drugs in research, respectively.
year in a row, Novartar ranked first in the world in the number of drugs under study, but in 2018 the number of drugs in its research decreased by 28, weakening its lead over the second-ranked. Compared with other companies, Novartic still has a higher proportion of its self-developed products, with 138 self-developed drugs in 2018 and 61.9 percent of its self-researched drugs.
is ranked second in 2018 and fifth in 2017, and is one of two TOP10 companies (the other being Takeda Pharmaceuticals of Japan). However, given that Johnson and Johnson acquired more than 20 drugs under study through the acquisition of Actelion, a Swiss biotech company, and that the number of drugs it is working on in 2018 has increased by only two, its performance does not seem to be outstanding.
fact, only six of the TOP25 companies are studying drugs that continue to grow in size, an unprecedented development.
AstraZeneta has rebounded from sixth in 2017 to third in 2018 among TOP10 companies. Pfizer and Roche followed suit, ranking fourth and fifth respectively. Roche, GlaxoSmithKline and Mercadon all had 191 drugs in study, so they could only be ranked according to the differences in the number of self-developed drugs (114, 111 and 109, respectively). Among them, GlaxoSmithKline's decline was most pronounced, with its new CEO recalcuiting its research and development line and slipping from second place in 2017 to sixth place today. In addition, in the past year, top 10 companies have not seen significant personnel changes, nor through mergers and reorganizations to form a new pharmaceutical giant.
only Gilead is a new addition to the TOP25 list, which ranked 23rd in 2016 but dropped out of the TOP25 list in 2017 after a decline in results.
In recent years, mergers and acquisitions between pharmaceutical companies have become more frequent, especially for large pharmaceutical companies, through the acquisition of small pharmaceutical companies and then access to new drug projects under development, these large pharmaceutical companies become an important way to survive and develop. Over the past year, however, mergers and acquisitions in TOP10 companies have been less frequent. In addition to Johnson and Johnson's acquisition of Actelion, the main players involved in the merger include Novaral (the acquisition of Ziarco), Mercado (the acquisition of Rigontec), Sanofi (the acquisition of Protein Sciences), Gilead (the acquisition of Ariad) and The acquisition of IFM Therapeutics.
growth in the number of research and development companies has slowed
in addition to the large pharmaceutical companies, the pharmaceutical research and development industry also has thousands of small pharmaceutical research and development companies, and has a large number of drug research projects. According to statistics, the number of new pharmaceutical research and development companies in the past year was 670, while in 2016 and 2015 the number was 750 and 618, respectively. The number of pharmaceutical companies with drug research programs worldwide has been growing in recent years, from 1,198 in 2001 to 4,134 in 2018.
the increase in the number of pharmaceutical companies, the number of pharmaceutical companies with research programs worldwide increased by only 131, or 3.3 percent, in 2018 from 2017 figures, compared with 8.6 percent in 2017 and more than 10.0 percent in 2015 and 2016. It is not difficult to see that in recent years, the number of pharmaceutical companies with drug research projects in the world has maintained a growth trend, but its growth has slowed significantly.
2018, the number of new pharmaceutical research and development companies will be 670, while the actual number of new companies will be only 131. This means that 539 companies have disappeared in the past year due to mergers and acquisitions, write-offs and so on.
pharmaceutical research and development sector in 2018, although the number of small pharmaceutical research and development companies is still huge, but the proportion fell. The number of companies with only one drug in research has increased from 1,578 in 2017 to 1,627, while the number of companies with two drug varieties under study has fallen to 657 from 679 in 2017, accounting for 55.2% of the total pharmaceutical research and development company. In 2017, the number of these small pharmaceutical research and development companies was 2,257, accounting for 56.4% of the total pharmaceutical research and development companies. As a result, the share of small pharmaceutical research and development companies fell in 2018 compared with 2017 data, the first decline in the share of small pharmaceutical research and development companies.
keep moving east! China's power is steadily expanding
judging from the geographic distribution of pharmaceutical research and development companies (headquarters location) in 2018, the geographical distribution of the pharmaceutical industry as a whole continues to show a migration to the east.
the U.S. market, which accounts for 48 percent of the market, still accounts for half of the world's pharmaceutical research and development companies, up 1 percent from 2017 and unchanged from 2016. Europe's share fell, from 28% in 2017 to 27% in 2018. Among them, the united Kingdom, Germany, France, the three major European countries, the proportion remained basically the same, respectively, 6%, 3%, 3%. The Share of the Canadian market has also declined, from 5 per cent in 2017 to 4 per cent today.
In terms, pharmaceutical companies in the U.S. and Europe remain the main drivers of new drug research and development globally, while asia continues to grow, from 19 percent in 2017 to 20 percent in 2018.
, China has become Asia's largest new drug developer and the world's third largest new drug developer, with the number of new drug research and development companies based in China accounting for 6% of global drug research and development companies in 2018, up from 5% in 2017. The number of New Drug Companies in China, which is included in the Pharmaprojects database, has grown from 219 in 2017 to 262, and the Chinese market has shown a more robust pace of expansion.
of enterprises in Japan and the rest of the Asia-Pacific region remained basically unchanged at 3% and 11% respectively. (Medical Economics)